Client Portal Development UK

Stop managing clients
through email chains.

We build secure, branded client portals for UK professional services firms. Your clients upload documents, sign agreements, see what is outstanding, and pay invoices - in one place, under your brand. Built once. Owned by you. No monthly licence fees.

Book a free scoping call →See pricing →
Your Brand
Not a third-party platform
Fixed
Price before we start
Owned
By you outright
The problem

Email is not a client management system.

Most professional services firms manage client document exchange through email. Documents arrive as attachments. Requests get buried in threads. Signed agreements sit in sent folders. Chasing outstanding items means writing the same email for the hundredth time. The typical UK accounting practice wastes 15 to 20 hours per week per team member on avoidable admin that a proper client portal eliminates.

📁

Document Collection

Clients upload payslips, bank statements, invoices, ID documents, or whatever your firm needs - directly into their portal. No more email attachments, no more chasing, no more searching your inbox for the right version.

✍️

E-Signatures and Approvals

Send engagement letters, terms of business, or any document for electronic signature. Clients sign directly in the portal. You get notified instantly. No printing, scanning, or posting.

💳

Invoice and Payment

Issue invoices directly in the portal and collect payment online. Clients see what is outstanding and pay without calling your office. Reduces debtor days and eliminates the awkward payment conversation.

📋

Outstanding Items Tracker

Clients see exactly what you need from them and when - a clear list of outstanding documents and actions. Reduces the number of chasing emails you send and makes the client feel informed rather than harassed.

💬

Secure Messaging

Communicate with clients through the portal rather than unencrypted email. Message history is attached to the client record. Nothing gets lost in a personal inbox or missed when a team member is on leave.

🏷️

Your Branding Throughout

The portal carries your firm name, logo, and colours. Clients see a professional, branded environment that reflects your firm - not a generic third-party platform. Strengthens trust and looks more professional than shared folders.

Who it is for

Built for UK professional services firms.

Accountants and bookkeepers
Collect self-assessment documents, payroll information, bank statements, and receipts without email chaos. Issue engagement letters for signature. Send invoices. All in one place your clients actually use.
Mortgage brokers and IFAs
Collect payslips, bank statements, proof of address, and identification securely. Share illustration documents and suitability letters for review. Collect e-signatures on compliance documents.
Solicitors and conveyancers
Share matter updates, collect client verification documents, issue invoices for disbursements, and collect e-signatures on key documents without relying on email or physical post.
Letting agents
Collect tenant references, right to rent documents, and signed tenancy agreements. Share property inspection reports. Manage landlord and tenant communications in separate, organised portals.
Consultants and agencies
Share deliverables, collect approvals, track outstanding feedback, issue invoices, and maintain a clear record of every client interaction - without relying on email threads that get impossible to follow.
Why bespoke

Why not just use TaxDome or Clio?

You adapt to their structure, not yours
Platforms like TaxDome and Karbon are built around the average firm. Your document types, your client journey, your approval process - they probably do not match the template exactly, which means workarounds from day one.
Your clients see their brand, not yours
Most portal platforms show their own name and interface to your clients. A bespoke portal carries your firm name, your logo, your colours throughout. It looks like something you built, because you did.
Monthly fees that compound over years
TaxDome, Karbon, and Clio all charge per user per month. Over three years, a five-person firm typically pays £8,000 to £20,000 in licence fees. A bespoke portal costs once and is owned outright.
Complexity you will never use
The all-in-one platforms are full of features built for every possible firm. Setting up only what you need takes weeks and the features you do not need clutter the interface permanently. A bespoke portal has exactly what you need and nothing else.
Book a free scoping call →
FAQ

Common questions.

How is a bespoke client portal different from using a platform like TaxDome or Clio?
Platforms like TaxDome and Clio are built for the average firm and require you to adapt your workflow to fit their structure. A bespoke portal is built around exactly how your firm works - your document types, your client journey, your terminology. It also carries your own branding rather than showing a third-party platform name to your clients. And there is no ongoing licence fee - you own it outright.
How secure is a bespoke client portal?
We build client portals with bank-level encryption in transit and at rest, role-based access controls so clients only see their own information, and full audit logs of every action. The security specification is agreed as part of the scoping process and documented before any build begins.
Can the portal connect to our existing software?
In most cases yes. We can connect the portal to your accounting software, CRM, practice management system, or other tools via API. The integrations available depend on what you use - we confirm this during the scoping call.
How long does it take to build?
A standard client portal with document collection, e-signatures, invoicing, and secure messaging typically takes four to eight weeks from brief to delivery. More complex portals with deeper integrations take longer. You get a fixed timeline and price before any work begins.
What happens if we need changes after launch?
Every project includes a post-delivery support period. For ongoing development as your requirements evolve, a monthly retainer gives you a predictable allocation of hours. Because we built it, changes are faster and cheaper than they would be with a third party.
How do clients access the portal?
Clients access the portal via a web browser - no app to download, no software to install. They log in with a secure link sent by email or with credentials you set up for them. The interface is designed to be straightforward enough that clients of any technical level can use it without support from your team.

Ready to stop managing clients through email?

Book a free 30-minute call. Tell us how your firm currently handles client document exchange and we will tell you exactly what a bespoke portal would cost and how long it would take.

Book a free scoping call →